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Stories

AI agents like Muse can shop for you. Here's what that means for retail stocks
For Amazon, Costco, and TJX, the rise of AI shopping agents presents challenges — and some surprising advantages.
CNBC — TechnologyOct 9, 20261 min read
Meta may ditch the idea of a cloud business for Muse. We think that’s a good trade
We may never get the Meta Cloud business we once envisioned, but we don't need it if Muse delivers.
CNBC — TechnologyOct 6, 20261 min read
How Nvidia, Micron and a surprising jobs report drove last week's stock action
Here's a closer look at the three developments that drove the action in our portfolio last week.
CNBC — TechnologyOct 3, 20261 min read
Meta is bringing Muse AI to small businesses — and it already has a huge head start
Meta announced Muse for Small Business, capitalizing on the 200 million small businesses already on its platform.
CNBC — TechnologySep 29, 20261 min read
Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
Nvidia's $150 billion worth of additional buyback firepower is a major step in the right direction.
CNBC — TechnologySep 28, 20261 min read